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GTJA: AI glasses are moving from the "functional exploration phase" to the "scale explosion phase," expected to become a tens of millions interactive entry point.
The AI glasses Industry is undergoing a three-fold turning point of 'user cognition reconstruction - supply chain cost reduction - scenario-based necessity', and market explosion will depend on leading manufacturers' ability to integrate 'wearable attributes and hard-core technology'.
The demand for AI Education Hardware is expected to continue to grow as educational companies intensively integrate with the DeepSeek large model.
① Recently, leading companies such as Xueersi, NetEase Youdao, Offcn Education Technology, Yuanfudao, and Zuoyebang have announced the integration of the DeepSeek large model. ② Zheshang pointed out that, empowered by AI and other Asia Vets applications, the demand for Consumer Hardware in education is expected to continue growing, thereby driving the sustained growth of the learning machine market size.
Shenzhen KTC Technology Co., Ltd.'s (SZSE:001308) Top Holders Are Insiders and They Are Likely Disappointed by the Recent 4.4% Drop
Capital Allocation Trends At Shenzhen KTC Technology (SZSE:001308) Aren't Ideal
Guosen: The continuation of the trade-in policy drives demand for Television, with TV panel prices rising in January.
Due to stronger-than-expected demand for Television, panel manufacturers may not make annual maintenance adjustments during the Lunar New Year period, and the prices of Television panels still have room for increase under strong demand.
Open-source securities: Increasing investment in research and channels empowers the AI glasses for mass production, with preliminary validation of demand potential.
The fashion Concept of eyewear is rapidly evolving, and eyewear has become a counter-cyclical category among Luxury Goods brands.
Shenzhen Longsys Electronics Co., Ltd. (SZSE:301308) Might Not Be As Mispriced As It Looks After Plunging 26%
